Integrity Wealth LLC logo

Integrity Wealth LLC

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Client assets under management

$282,238,825

Clients

245

49% high-net-worth

Advisors

6

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

41

Low

Average account size

$1,151,995

About

Integrity Wealth serves individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm manages roughly $304.8 million for about 245 clients and operates with a six‑advisor team.

The firm constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and will incorporate individual stocks, bonds or options when appropriate, providing discretionary management and ongoing monitoring. Investment decisions draw on both fundamental and technical analysis, with periodic reviews and the flexibility to execute shorter‑term trades for rebalancing, tax reasons, or client liquidity needs.

A distinctive aspect of the firm is its educational practice, Retirement Intelligence, which offers retirement‑planning seminars and workshops through a local college that are expressly educational (not product sales) and for which the firm reports it receives no compensation. The brochure also discloses that the firm registered as an RIA in 2024 after founding in 2018, maintains multiple CFP‑credentialed advisors on a compact team, and has an institutional platform relationship with its custodian that provided platform support and launch reimbursements—an economic relationship the firm identifies as a potential conflict of interest.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Income planning Cash flow / budgeting

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Fee options

Percentage

$0+: up to 1.75% annually for wealth management services $0+: up to 1.50% annually for retirement plan advisory services

Other

Fee-only: Financial planning services for a fixed engagement fee ranging from $1,500 to $5,000 per engagement

Main office location

Integrity Wealth LLC

1200 Executive Parkway, Suite 430

Eugene OR 97401, United States

Number of offices

2

Most active in

California · New Mexico · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew M

CFP®, Series 66

Eugene, OR

Integrity Wealth LLC

Matthew Mathiesen is a CFP® with 13 years of industry experience, currently serving as an advisor at Integrity Wealth LLC. He previously worked at several firms including JourneyTree Financial Advisors and Merriman Wealth Management. Integrity Wealth LLC serves individuals, trusts, estates, and businesses with services such as discretionary investment management and comprehensive wealth planning. The firm employs a fiduciary approach, builds customized portfolios using low-cost mutual funds and ETFs, and offers educational retirement seminars through a local college.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
user avatar

Charles B

CFP®, Series 63

Brookings, OR

Integrity Wealth LLC

Charles Blozinski is a CFP® professional with 21 years of industry experience. He is currently with Integrity Wealth LLC, a team-based firm, and has been associated with Wild Rivers Financial Services, LLC for over 20 years. Integrity Wealth serves individuals, trusts, estates, and businesses with a variety of advisory services, including discretionary investment management and comprehensive wealth management. The firm employs a long-term, customized investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, and offers educational seminars through a local college under its Retirement Intelligence d/b/a.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
user avatar

Scott S

CFP®, Series 63, Series 66

Eugene, OR

Integrity Wealth LLC

Scott Sanders is a CFP® professional with 24 years of industry experience. He is currently with Integrity Wealth LLC, where he has worked since 2024. His prior experience includes roles at TRUE Private Wealth Advisors, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sanders is also the owner of Retirement Intelligence, LLC, which offers educational classes on retirement planning. Integrity Wealth serves individuals, trusts, estates, and businesses through discretionary investment management, comprehensive wealth management, standalone financial planning, and retirement plan advisory. The firm employs a five-advisor team and manages approximately $260 million across nearly 200 client relationships, focusing on customized, long-term portfolios using low-cost mutual funds and ETFs alongside selective individual securities.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
user avatar

Jennifer P

Series 65

Eugene, OR

Integrity Wealth LLC

Jennifer Paterson is a Series 65-licensed financial advisor with six years of industry experience, currently with Mainsail Financial Group in Eugene, Oregon. She has worked at Mainsail since 2025 and previously operated Journey Tree Financial Advisors since 2017. Outside of financial advising, she is a partner in JP Home Renovation, a general contracting business where she manages bookkeeping, scheduling, and marketing. Mainsail Financial Group serves individual and high-net-worth clients as well as retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios developed by an investment committee and employs analytical methods including asset allocation, fundamental, technical, and quantitative approaches to align investments with client goals and risk tolerances.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
user avatar

Jesse C

CFP®, Series 63, Series 66

Eugene, OR

Integrity Wealth LLC

Jesse Coffee is a CFP® with 11 years of industry experience, currently serving at Integrity Wealth LLC. He previously worked at TRUE Private Wealth Advisors, LLC and Merrill Lynch. In addition to his advisory role, Jesse owns Retirement Intelligence, LLC, which provides educational classes on retirement planning topics. Integrity Wealth LLC is a five-advisor team managing approximately $260 million for individuals, trusts, estates, and businesses. The firm offers discretionary investment management and comprehensive wealth management, focusing on customized, long-term portfolios using low-cost mutual funds, ETFs, and selective individual securities, while acting as a fiduciary in client engagements.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
user avatar

Teresa H

Series 66

Eugene, OR

Integrity Wealth LLC

Teresa Hughes is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Integrity Wealth LLC and has previously worked at True Private Wealth Advisors, Charles Schwab, 44 Wealth Management, and Merrill. Integrity Wealth LLC serves individuals, trusts, estates, and businesses with a range of advisory services including discretionary investment management and comprehensive wealth management. The firm uses customized, long-term oriented portfolios built with low-cost mutual funds and ETFs, supplemented by individual securities, and offers financial planning and retirement plan advisory through a five-advisor team managing approximately $260 million in assets.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
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